Message Builder v2 overview


Sourcepoint recently released its "Message Builder 2" product. The new product streamlines the message creation process and improves the efficiency of releasing a new messaging campaign by allowing users to select messages from predefined templates for the fastest route to getting live.

The message builder also allows users to create messages from scratch to provide more creative control, if needed. This article shows you the high-level steps for creating a message from a template.

Create Messages from Templates

The predefined templates in the Sourcepoint UI are the fastest way to create a new message in the Sourcepoint user interface. The new message builder also allows users to create their own templates from successful messages that they have previously created. To create a new message from a template, follow the steps below:

Step 1

Click on the Message V2 option in the Sourcepoint UI. There you will see a list of messages in "Draft" that can be edited and "Live" messages which are currently being displayed to users.

Step 2

Click on the "New Message" button to start creating the message.

Step 3

Click on the "Select Template" icon to start creating a message from a template (see screenshot below).

Step 4

A list of templates will appear. Select the template design you want.

Step 5

You can now edit the selected template's components to suit your needs. For text components, you can edit the content, orientation, styles, and links by expanding those sections and using the user interface components to customize the look and feel of the text.

To change the button text, select the button you wish to change, expand the "Content" options and update the text property. To change the action for the button, you can expand the "Action" section and select the type of call-to-action for the button (i.e. accept consent, reject consent, show privacy manager, etc.) and you can also change the language for the message. For button components, you can edit the settings to control width, height, and alignment of the button. Editing the styles will allow for changes to the message font, background color, border size, border color as well as the border radius (i.e. adjusting the roundness of the button corners).

You can also edit some of the top level structure for the message by clicking on the "Home" icon above the message. Here you can edit the message settings, orientation, styles, close button (if applicable) and veil (for modal messages).

This article is meant to provide you with high-level instructions on how to create a message using "Message Builder II". Future articles will detail some of the more granular aspects of the new message builder as well as review creating messages from scratch.